Privacy Policy Statement

Your privacy is important to us. This policy outlines how we collect, use, and protect your information when you interact with our consultation services online or offline.

Information we collect

We gather limited personal information to help serve your needs and supply relevant consultations.

• Details provided when you complete consultation request forms, such as your name, contact number, and reason for enquiry.
• Information shared during communication with our advisors or team via email, phone, or in-person meetings.
• Data related to website usage (via cookies or analytics) for improving user experience and maintaining security.
• Necessary details required by Australian legal and regulatory bodies for compliance and safety.

How we use information

Personal data is used only to deliver our services, improve communication, and meet compliance standards.

• Respond to your consultation requests and provide tailored advice based on information supplied.
• Improve the quality of our service and monitor communication effectiveness for client care.
• Fulfil legal and regulatory requirements under Australian law related to financial consultations.
• Protect users and our organisation from fraud, misuse, or unauthorised access to personal information.

Legal basis for processing

We rely on lawful grounds under Australian privacy legislation for all processing activities.

Processing is necessary for legitimate interests in providing consultation services, always ensuring your data is safeguarded and used responsibly.

Information sharing

We respect your privacy and limit sharing strictly to required parties.

• Information may be shared with trusted partners only when necessary for fulfilling your requests or complying with Australian law.
• No data is sold or provided to third parties for marketing unrelated to your consultation.
• If required by authorities, information will only be disclosed under proper legal procedures and safeguards.

Data security

We use technical and organisational safeguards—like encryption, secure access controls, and staff training—to protect your information from misuse or unauthorised disclosure. These measures are regularly reviewed to maintain compliance with Australian regulations and best practices.

Your rights

You have rights regarding your personal information under Australian law.

• Request details about any personal data we hold and its purposes.
• Ask for updates or corrections to your personal information at any time.
• Request deletion of data, subject to legal and regulatory obligations for retention.
• Raise concerns or complaints about our data handling and expect timely responses.

Cookie usage

Cookies are used to improve your website experience, analyse site performance, and protect website security. Details on usage are in our Cookie Policy.

View Cookie Policy View Cookie Policy

Contact us

For privacy questions, contact us by email, phone, or mail. We respond promptly to all requests and concerns.

Policy changes and updates

We may periodically update this policy. Any changes will be posted here, and continued use means you accept the revised terms.